Abstract
Overview
Introduction
The collapse of equity markets between 2000 and 2003 coincided with a renewed
interest among investors for investment products that are offered attractive,
non-correlated returns, both for portfolio diversification and potential
gains. Initially interest centered on hedge funds and private equity, but the
next wave of alternative investments is now in the spotlight.
Scope
- Commodities, derivatives, futures and art can each be viewed as an
invaluable addition to the alternative product ranges of wealth managers.
- Each of these investments shares the common characteristic of
non-correlated returns to typical equity investments.
- However, investment qualities aside, they are arguably equally as valuable
as a means for wealth managers to differentiate their services.
- And broaden the appeal of their services among their private client base.
Report Highlights
The Credit Suisse platform provides up-to date information on the performance
and features of nearly 2,000 structured products, ranging from those focused
on areas such as bonds, alternative investments and mixed asset products.
The introduction of property derivatives should find particular resonance
among Investec's client base, which is predominantly made of "new money" and
sophisticated investors open to the idea of using derivatives in their
portfolio.
Datamonitor believes that UBS' art banking services represent the
market-leading offering among global wealth managers. The depth and breadth of
the services offered, combined with the company's experience and commitment to
the market, gives it its leading position.
Reasons to Purchase
- Justify your company's investment in these alternative investment
businesses using our assessment of the market for these asset classes.
- See best practice with our Market Leading profiles of UBS and Investec
Private Bank.
- Determine the best means of giving your clients exposure to commodities
with our analysis of the benefits and drawbacks of different investment methods